With today’s video I tie together the past month or so of production, and explain why it is that I’m so interested in North Africa. Arab democracy, human rights, human progress, all of that is lovely. But today I focus on a much more simple, dollars and cents issue: Every month the Atlantic economy is mired in war and destruction in North Africa, is a month where the Pacific Economy surpasses it. The disaster in Libya is contributing to economic stagnation in Europe and the Eastern United States. There are very self interested reasons to promote peace.
I really enjoy the way that this one connects the North Africa region together, and then connects it to the implications for the world as a whole. I don’t think enough media does that. Let me know what you think!
I have always found Algeria fascinating. It’s weirdly distinct from the rest of the Arab world. This has always been true, but it’s been especially so since the Arab Spring in 2011, an event that Algeria sat out, almost uniquely.
Most countries in the Arab world are either small or profoundly beat up. They have all lost their independence to one extent or each other, victims of Saudi Arabia’s counter-revolutionary efforts since the Arab Spring. Even Egypt, a country of 80 million that used to lead the Arab world, is reduced to taking hand outs from Saudi Arabia and the United States. Not Algeria.
Over the past two months, Algeria has been experiencing its own protest movement, and its strong man has been dethroned. People are expecting things to take a similar path to earlier Arab Spring debacles. That’s possible, but in this video I argue things may turn out differently. Because Algeria is stronger than you think it is.
Some videos come pretty easy, and today’s video is one of them. I really like it when new ways of looking at stuff pop into my head. The more I think about it though, there are other aspects to this I should have included. The shift in the oil market here is pretty extraordinary. It’s actually the birth of a sort of “Super OPEC”. It’s also an OPEC that’s a lot more dangerous for its members. With a US president in charge, especially a US president listening to Texas oilmen, military operations become a potent tool of market making.
The world, and the US, used to have a minimal investment in the stability of petro-states. In the long term, these places should be happier without US supported perma-leaders, but the short term looks increasingly grim. As oil demand peaks, the ballooning US petroleum industry will need to be protected. The US can do this by knocking off competitors one by one. This could be an underappreciated aspect of Libya’s permanent oil crisis since 2011. Petro-states on each side of the conflict have no incentive to get their proxies on the same page and producing more. Venezuela is being knocked out. So is Iran. Destabilizing Iraq would be very easy. Saudi Arabia is super shaky. A broader war in the Middle East would be horrible, but it would be pretty great for the new head of OPEC… The US president.
I don’t like covering breaking news topics. I’m happy to produce a video on a deep seated issue that gets sparked by something in the news, but I don’t like making predictions or doing video takes about an on-going story (that’s what twitter’s for!). Mid-stream analysis, the bread and butter of the cable news networks, is largely bullshit. Unfortunately, for today’s video, Khalifa Haftar of Libya ambushed me. On March 26th, I promised to do a video on Libya, a topic I had already been researching for a week or two. On April 4th, Khalifa Haftar invaded Western Libya, throwing everything up in the air.
Half of this video was drafted before April 4th. As the news has rolled in, my estimate of Haftar, already pretty negative, continued to plummet. I have tried to make this video consistent and informative in its presentation, but I’m not sure I pulled it off. A video’s title is very much a part of the experience. Usually it just advertises and reflects the content, but I think with today’s video, more buffeted by events than I like, the title may present the conclusion. I shot this video last Thursday, and have continued to research and follow developments as they have come. Haftar is not the savior he is sometimes presented to be. I hope today’s video gets that across.
This video would not have been possible without the International Crisis Group’s Libya coverage. On country after country I have found their work invaluable. They tend to be my starter source for one-shot videos like this where I won’t be reading multiple books.
After today’s video had been shot, the Wall Street Journal confirmed that Haftar has Saudi Arabia’s full support in his destruction of Libya’s chances for a settlement.
I used this headline on Haftar and the Muslim Brotherhood in the video. Keep in mind that the National is a United Arab Emirates publication, so this article may be more useful for what the UAE wants you to think about Libya, than what is actually going on.
I also used this headline from Reuters, and the article provides a nice discussion of Egypt’s shady bombing campaigns in Libya. Reuters is a US publication, so of course it’s going to downplay the fact that Washington, DC is, at root, the responsible party in this nightmare.
I really like today’s video, but I think I stuck my foot in my mouth a bit at one point. I just sort of declared that Tunisia is not a “white country”. I already know I’ll be getting a ton of comments on that. There is no settled definition of “White”. Because of some historical weirdness, in the US Arabs have generally been described as white, long before Italians or Slavs were considered to be in that category. That hasn’t kept US foreign policy from being heavily focused on bombing Arabs for the past two decades.
I try to avoid using desperately inexact terminology like “white” and “Latino”. But what I was trying to get at with today’s video was the fact that certain countries are inside the charmed circle of countries that are seen as deserving of serious help and foreign aid, and some are not. Tunisia, whatever you may think of the country’s relation to “whiteness”, is not in that charmed circle. It should be.
I’m proud of today’s video, but I wish I had delved into the topic of the Muslim Brotherhood a little more deeply before making it. I have of course looked into the issue in the past. This week I’m reading a lot about 1848, so I ended up interpreting my long settled views on the MB through that lens. Sadly I didn’t do a review of what the “Muslim Brotherhood” is supposed to be in the countries of the Arab world in 2018, until I got to the editing process. I was kind of blown away. The whole Muslim Brotherhood theory really makes no sense at all.
Saudi Arabia really doesn’t like the Muslim Brotherhood. Supposedly. In Saudi Arabia’s view of the world, it’s the Muslim Brotherhood that’s responsible for all the Sunni terrorism over the past couple decades. Saudi Arabia has nothing to do with it. It’s not Saudi Arabia, it’s this vast, international conspiracy that the Saudis are heroically fighting! Qatar’s support for the Muslim Brotherhood is supposedly one of the main reasons that Saudi Arabia is trying to isolate Qatar democratically. Yet in Saudi Arabia’s failed invasion of Yemen, one of Saudi Arabia’s great allies… is the local branch of the Muslim Brotherhood. It’s amazing how completely that undermines the narrative, but just doesn’t get talked about much. There is no real connection to an over-arching group or philosophy.
That’s because there is no over-arching group or philosophy. The Muslim Brotherhood is very powerful in Egypt. Egypt’s military is now trying very hard to crush it, as it has been doing on and off for at least 70 years now. The Brotherhood’s presence elsewhere is an artifact from the dimly remembered past, when Egypt was the leader of the Arab world. The Muslim Brotherhood is as much a parody of what it once was, as Egypt itself is. The most significant problem for the Saudi/US theory of the all powerful Muslim Brotherhood is the movement’s complete absence from Syria. The Assads apparently did a pretty good job of slaughtering the local chapter decades ago. But if the MB was this powerful force for world-wide terror… wouldn’t it have some kind of “boots on the ground” in Syria’s almost decade long coming out party for all of radical Islam’s worst pathologies? Not a thing. The Muslim Brotherhood doesn’t really exist as an international force. Wish I had remembered to get that in today’s video. But I still think it’s pretty good.
Hey there. I’ve never done this before, but with today’s video I’ve re-purposed a snippet of a longer conversation I had last week with Jon Coumes of the Safe For Democracy podcast. I’m doing this because I went on a (somewhat profane) rant that answers a question I get from a lot of people. What is Obama’s foreign policy legacy, and how should we look at it historically speaking? It’s way too early to tell of course, but I have a pretty good idea. The channel usually tries to deal with current issues, and though we’re still dealing with all of his wars, Obama is not a current issue. So I won’t be doing a more produced video on the topic.
But I think this video answers the question pretty handily…
Over the past year Saudi Arabia has experienced a perfect storm of factors in its favor. Asset prices in the US economy and elsewhere have gone nuts. Saudi Arabia is a country that owns a lot of stock, land and everything else, so that’s been very helpful. On the oil market front, the most important front there is for Saudi Arabia, they’ve had unprecedented cooperation on the OPEC production slow-down, and a series of competitors have given up millions of barrels a day in production due to sundry wars and dictatorships.
If Saudi Arabia’s ambitious plans for the future were ever going to work, 2017 would have been the year for it. But as this video shows, some of the key metrics that illustrate the hole Saudi Arabia is in haven’t changed much at all. As I said in last year’s video, and as I repeat in today’s video… Saudi Arabia is still finished.
Back when I started doing this channel full time, I put out a series called “Notes From The Golden Age“. Today’s video, on the defeat of OPEC, is a long delayed addition to the series. In the six minutes of the video itself, I just laid out the facts as I understand them: The fact that OPEC did its level best to raise the price of oil, and they failed. If you want to hear more about why that is, and hear some discussion of the revolution in petroleum affairs we’ve experienced over the past five years, you could do worse than this video here.
Put briefly, oil doesn’t cost what it used to. The origin of this development is probably OPEC itself. That cartel drastically reduced the oil on the market on a couple occasions in the 1970s, driving the price through the roof. Much has, quite rightly, been made of the Shale revolution in the United States. A range of technological advances has made oil extraction easier, cheaper, and viable in places that it wasn’t before. This revolution has made US production competitive with Saudi Arabia again, and caused the plummet in prices that started in mid 2014. But the Shale revolution is only the most dramatic cause.
The plummet in oil prices is the result of a range of reactions to OPEC’s obscene market power. An under-heralded one is energy efficiency. We have finally reached a point where economic growth is decoupling from growth in petrochemical use. Some of this is renewables, but more of it is the very, very unsexy business of making cars and air conditioning units run more efficiently. Another reaction to OPEC was the broadening of the search for petroleum. Coupled with Technological advances, a staggering range of countries now produce significant amounts of oil and gas. OPEC has been beaten. They largely did it to themselves.
Our discussion was wide-ranging and topical, moving from Trump’s trip to Saudi Arabia, to ISIS, Manchester and the current unrest in Bahrain. Davidson’s deep knowledge of the area, and insightful analysis shed new light on issues in Iran, Libya, Iraq, Saudi Arabia, Bahrain, and a few countries I’m probably forgetting to mention. The success of Shadow Wars indicates that their is an appetite for commentary that moves out of the typical range of Military Industrial Complex approved discussion. I’d highly suggest you listen to this discussion and then head straight out and buy yourself a copy of his book…